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Disclosery

SPYM SPDR SERIES TRUST

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SHS (fund)

1,695 managers (1,719 13F filers) reported a position in SPYM shares at 2026-06-30, 1,315,385,051 shares in all. 173 filers opened a position and 51 filers sold out during the quarter.

Managers
1,695
13F filers
1,719
New
173
Added
885
Reduced
458
Sold out
51
Shares held by filers
1,315,385,051

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP169,823,143$14.6B5.83%+59,141,14313F-HRTimelineGroup
Betterment LLC97,881,145$8.6B14.55%+6,254,28913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO67,717,904$5.9B0.34%-1,467,53813F-HRTimelineGroup
USS Investment Management Ltd66,398,232$5.83B20.95%013F-HRTimeline
LPL Financial LLC63,355,614$5.57B1.25%+4,695,07613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/54,715,109$4.81B0.31%+18,542,20813F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP46,869,324$4.12B3.48%-2,780,92213F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE46,223,571$4.06B4.18%+26,382,56813F-HRTimelineGroup
Creative Planningin group Creative Planning35,366,422$3.11B1.82%+1,707,39413F-HRTimelineGroup
Kedalion Capital Management LLP35,130,000$3.09B73.34%+17,251,00013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding22,735,598$2B+2,443,255Timeline
Walleye Capital LLCin group Walleye Capital LLC20,509,091$1.8B8.55%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,075,136$1.76B0.19%+11,192,17713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY18,891,230$1.66B0.09%+1,641,45813F-HRTimelineGroup
OSSIAM11,761,208$1.03B13.71%+4,141,27613F-HRTimeline
MKP Capital Management, L.L.C.11,650,400$1.02B28.22%-2,021,30013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.10,604,422$932M0.07%-1,41713F-HRTimelineGroup
OneDigital Investment Advisors LLC10,309,495$906M7.65%+3,160,60813F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN9,989,832$878M3.71%013F-HRTimeline
National Mutual Insurance Federation of…in group National Mutual Insurance Fed…9,536,000$838M5.48%013F-HRTimelineGroup
Natixis Investment Managersgroup of 2 filers holding9,512,256$835M-10,638,466Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,061,484$796M0.14%+5,017,41213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,500,233$747M0.13%+5,485,04013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,781,306$684M0.8%+642,52713F-HRTimelineGroup
Clark Capital Management Group, Inc.7,587,760$667M3.63%-149,70713F-HRTimeline
GREENLEAF TRUST7,005,466$616M5.93%+609,22313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC6,808,698$598M2.96%+573,75013F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,137,684$539M0.11%+1,015,56713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,135,519$539M0.15%+704,57613F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC6,044,624$531M29.58%+18,89913F-HRTimeline
TIG Advisors, LLCin group TIG Advisors, LLC5,976,701$526M24.17%+16,18713F-HRTimelineGroup
Private Advisor Group, LLC5,956,478$523M2.4%+969,59413F-HRTimeline
Main Management Fund Advisors LLCin group Main Management ETF Advisors,…5,915,320$520M36.76%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,860,444$515M0.28%+489,13713F-HRTimelineGroup
Wealthspire Advisors, LLC5,799,266$510M2.81%+5,047,81513F-HRTimeline
Advocacy Wealth Management, LLC5,775,658$508M18.44%+1,792,91813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,606,004$493M0.18%+5,315,52213F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC5,508,862$484M8.9%+290,13213F-HRTimeline
Cetera Investment Advisers5,223,357$459M0.42%+360,43213F-HRTimeline
Advance Capital Management, Inc.5,164,150$454M14.67%-104,41213F-HRTimeline
Composition Wealth, LLC5,090,408$447M5.25%+1,104,56013F-HRTimeline
Aptus Capital Advisors, LLC5,084,065$447M3.26%+366,10413F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC5,001,980$442M14.05%+363,96113F-HRTimelineGroup
Financial Engines Advisors L.L.C.5,010,116$440M0.78%-40,41913F-HRTimeline
First Command Advisory Services, Inc.4,934,249$434M2.58%+681,75813F-HRTimeline
HighTower Advisors, LLC4,753,004$418M0.4%+385,63213F-HRTimeline
NorthRock Partners, LLC4,629,596$407M5.91%+465,08713F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding4,541,297$399M-152,422Timeline
Gradient Investments LLCin group Gradient Investments LLC4,474,804$393M5.43%+276,36713F-HRTimelineGroup
NewEdge Advisors, LLC4,406,554$387M1.15%+1,650,65313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC4,389,368$386M0.94%+488,75113F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC4,003,540$352M8.11%+27,83313F-HRTimelineGroup
VANTAGEPOINT INVESTMENT ADVISERS LLC3,886,760$342M2.56%-96,09813F-HRTimeline
STATE STREET CORPin group STATE STREET CORP3,842,593$338M0.01%-843,19013F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,701,184$325M0.73%+1,472,60813F-HR/ATimeline
Norinchukin Bank, Thein group Norinchukin Bank, The3,511,270$309M3%013F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding3,492,375$307M+1,119,468Timeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding3,467,681$305M+358,240Timeline
Hills Bank & Trust Coin group Hills Bank & Trust Co3,411,823$300M12.76%-135,43513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC3,163,324$278M0.48%+110,02113F-HRTimelineGroup
SCS Capital Management LLC3,146,097$276M2.61%+41,64013F-HRTimeline
Stadion Money Management, LLC3,116,022$274M23.61%-180,51613F-HRTimeline
MML INVESTORS SERVICES, LLC3,068,715$270M0.55%+1,040,62313F-HRTimeline
AE Wealth Management LLC3,027,799$266M1.24%+1,180,42813F-HRTimeline
Larson Financial Group LLC3,010,487$265M6.98%+370,18413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,850,502$251M12.37%+506,94513F-HRTimeline
UBS Group AGgroup of 2 filers holding2,668,838$235M+310,219Timeline
Global Retirement Partners, LLC2,632,322$231M3.54%13F-HRTimeline
BlueCrest Capital Management Ltd2,622,607$230M9.85%new13F-HRTimeline
Klaas Financial Asset Advisors, LLC2,560,881$225M28.04%+86,29913F-HRTimeline
Integrated Wealth Concepts LLC2,555,063$225M1.09%+1,103,14513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,618,622$222M0.37%+118,96813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,484,549$218M6.53%+860,08913F-HRTimelineGroup
Peterson Wealth Advisors, LLC2,458,693$216M25.54%+55,33913F-HRTimeline
SPINNAKER TRUST2,312,710$203M9.87%+44,88413F-HRTimeline
VICUS CAPITAL2,297,092$202M13.03%+34,27213F-HRTimeline
Modern Wealth Management, LLC2,258,636$198M2.37%+1,036,35013F-HRTimeline
Ocean Park Asset Management, LLC1,989,605$175M8.42%-80,79713F-HRTimeline
RiverFront Investment Group, LLC1,912,966$168M2.22%+666,70113F-HRTimeline
AlphaStar Capital Management, LLC1,854,270$163M10.36%+46,81013F-HRTimeline
Mariner, LLCin group Mariner, LLC1,853,216$163M0.17%-609,70213F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp1,833,570$161M7.91%+25,58413F-HRTimelineGroup
Tennessee Valley Asset Management Partn…1,826,177$160M17.7%+23,85513F-HRTimeline
Sand Hill Global Advisors, LLC1,812,084$159M4.79%-31,20713F-HRTimeline
KWB Wealth1,720,975$151M12.94%+615,23213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.1,659,104$146M2.3%-23,36513F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,849,918$142M24.38%-9,56413F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …1,589,216$140M3.97%new13F-HRTimelineGroup
POTOMAC FUND MANAGEMENT INC /ADV1,565,618$138M3.46%+1,535,15613F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding1,543,132$136M+189,944Timeline
CFS Investment Advisory Services, LLC1,490,244$131M8.71%+380,00613F-HRTimeline
3EDGE Asset Management, LP1,477,485$130M5.79%+1,472,38913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,467,006$129M0.16%+106,01413F-HRTimeline
Venturi Wealth Management, LLC1,398,369$123M4.75%new13F-HRTimeline
Signal Advisors Wealth, LLC1,378,359$121M6.35%+375,02513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,357,376$119M+228,312Timeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,348,328$118M-106,240Timeline
INTEGRITY ALLIANCE, LLC.1,305,650$115M3.61%+297,47613F-HRTimeline
LVW Advisors, LLC1,241,597$109M9.43%+83,13213F-HRTimeline
Vertex Planning Partners, LLC1,234,572$108M16.11%+284,34513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,203,104$106M0.18%+502,62513F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,203,055$106M3.8%+66,35813F-HRTimelineGroup
Crews Bank & Trust1,185,830$104M13.6%+29,97313F-HRTimeline
Brown Financial Advisory1,151,975$101M42.28%+71,95513F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,151,797$101M0.24%-907,84213F-HRTimelineGroup
One Day In July LLC1,148,157$101M7.01%+88,35013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,138,392$100M0.62%+27,76913F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding1,131,734$99.5M+40,804Timeline
Marks Group Wealth Management, Inc1,119,123$98.3M8.57%+845,94713F-HRTimeline
Detalus Advisors, LLC1,118,353$98.3M19.15%+241,56513F-HRTimeline
Sterling Group Wealth Management, LLC1,093,329$96.1M39.42%+13,64713F-HRTimeline
Physician Wealth Advisors, Inc.1,069,899$94M11.23%+394,73113F-HRTimeline
WCG Wealth Advisors LLC1,069,193$94M2.23%-89,90813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,041,206$91.5M0.11%+150,07713F-HR/ATimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,025,300$90.1M0.07%-806,70013F-HRTimelineGroup
World Investment Advisors1,172,238$89.8M1.49%-1,42013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,021,646$89.8M0.69%+218,50913F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …1,014,191$89.1M4.26%+3,55413F-HRTimelineGroup
West Wealth Group, LLC1,006,588$88.5M14.47%+444,55713F-HRTimeline
Security Financial Services, INC.995,716$87.5M12.14%+310,05113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp994,749$87.4M0.01%+147,98313F-HRTimelineGroup
Leading Edge Financial Planning LLC986,037$86.7M15.43%+71,33513F-HRTimeline
Avidian Wealth Enterprises, LLC973,176$85.5M2.37%-77,14713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC971,513$85.4M1.84%+636,16513F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC965,257$84.8M4.08%-10,52913F-HRTimelineGroup
Intrua Financial, LLC961,927$84.5M8%-7,63513F-HRTimeline
Lifelong Wealth Advisors, Inc.940,424$82.6M19.47%+139,89013F-HRTimeline
One Wealth Advisors, LLC926,489$81.4M8.99%+243,13713F-HRTimeline
Solitude Financial Services918,816$80.7M22.37%+8,59613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.905,742$79.6M0.48%+257,36013F-HRTimelineGroup
Allen Capital Group, LLC903,307$79.4M6.51%+19,11813F-HRTimeline
Sanctuary Advisors, LLC892,772$78.5M0.36%+223,68813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding887,689$78M+52,220Timeline
Standpoint Asset Management, LLC884,900$77.8M16.3%+29,80013F-HRTimeline
N.E.W. Advisory Services LLC876,954$77.1M5.15%-67,55913F-HRTimeline
Jupiter Topco LLCin group Janus Henderson871,296$76.6M0.03%13F-HRTimelineGroup
Horst & Graben Wealth Management LLC868,783$76.3M10.03%+333,98213F-HRTimeline
TAIYO LIFE INSURANCE CO855,500$75.2M6.87%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Dynamic Advisor Solutions LLC854,513$75.1M2.14%+2,04113F-HRTimeline
Waterloo Capital, L.P.851,658$74.8M4.22%+669,82013F-HRTimeline
EARNED WEALTH ADVISORS, LLC842,270$74M4.78%+39,07213F-HRTimeline
IAG Wealth Partners, LLC838,486$73.7M7.29%-7,71213F-HRTimeline
HighPoint Advisor Group LLC835,991$73.5M2.59%+182,99413F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.830,210$73M20.89%+57,67213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.829,318$72.9M<0.01%+140,30713F-HRTimelineGroup
Vise Technologies, Inc.810,572$71.2M0.81%+710,02613F-HRTimeline
Keystone Financial Group798,870$70.2M4.16%+84,73813F-HRTimeline
Procyon Advisors, LLC792,778$69.7M3.02%+33,95613F-HRTimeline
Private Wealth Group, LLC790,173$69.4M26.82%+27,53813F-HRTimeline
Auour Investments LLC785,574$69M19.8%-9,32513F-HRTimeline
HARBOUR INVESTMENTS, INC.785,230$69M0.93%+43,65413F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT784,975$69M18.45%-8,82913F-HRTimeline
ODonnell Financial Services, LLC783,367$68.8M20.26%+17,33613F-HRTimeline
Eagle Strategies LLC766,163$67.3M6.69%-170,44513F-HRTimeline
Western Wealth Management, LLC744,025$65.4M2.14%+26,77713F-HRTimeline
WBH ADVISORY INC740,912$65.1M4.37%+29,96013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.737,949$64.9M3.91%-2,77213F-HRTimeline
New Perspectives, Inc733,557$64.5M19.78%+2,94913F-HRTimeline
IHT Wealth Management, LLC727,035$63.9M1.36%new13F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC715,906$62.9M14.98%+46,19013F-HRTimeline
Snowden Capital Advisors LLC708,888$62.3M1.47%-6,43313F-HRTimeline
Tull Financial Group, Inc.706,854$62.1M24.31%+17,22413F-HRTimeline
Stonebrook Private Inc.703,245$61.8M11.28%+278,37413F-HRTimeline
HM PAYSON & CO697,278$61.3M0.81%+36,03713F-HRTimeline
First Heartland Consultants, Inc.683,011$60M3.88%+78,48613F-HRTimeline
Rockbridge Investment Management, LCC681,500$59.9M4.86%+39,78613F-HRTimeline
Petix & Botte Co679,582$59.7M12.02%+366,63113F-HRTimeline
Geneos Wealth Management Inc.676,322$59.4M1.21%-27,01913F-HRTimeline
MONECO ADVISORS, LLC668,521$58.7M3.59%+51,26913F-HRTimeline
Stone House Investment Management, LLC667,459$58.7M7.8%+667,31413F-HRTimeline
Cornerstone Wealth Management, LLC664,572$58.4M2.51%+33,56913F-HRTimeline
CCG WEALTH MANAGEMENT, LLC647,752$56.9M13.21%-98,16513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC641,627$56.4M0.02%+110,32313F-HRTimelineGroup
Macco Financial Group, Inc.633,400$55.7M36.16%+132,26013F-HRTimeline
IFP Advisors, Inc632,889$55.6M1%+93,03513F-HRTimeline
Badgley Phelps Wealth Managers, LLC623,005$54.7M0.96%-17,60513F-HRTimeline
Financial Enhancement Group LLC622,276$54.7M6.53%+62013F-HRTimeline
Savant Capital, LLC661,768$54.6M0.16%+342,73713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC615,421$54.1M0.19%+189,36313F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA614,520$54M0.08%+281,11013F-HRTimelineGroup
KICKSTAND VENTURES, LLC.611,308$53.7M9.76%-216,93913F-HRTimeline
Farther Finance Advisors, LLC607,263$53.4M0.42%+92,27813F-HRTimeline
Investment Planning Advisors, Inc.604,935$53.2M12.31%+26,73213F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC599,273$52.7M14.14%+8,90513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC598,678$52.6M2.01%+26,85613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP598,167$52.6M0.04%+255,38013F-HRTimelineGroup
NORTH STAR ASSET MANAGEMENT INC597,120$52.5M2.06%+2,59013F-HRTimeline
Gladstone Institutional Advisory LLC594,395$52.2M1.65%+66313F-HRTimeline
Quantum Financial Planning Services, In…584,920$51.4M15.94%+45,47613F-HRTimeline
Bricktown Capital, LLC583,322$51.3M9.26%+56,78513F-HRTimeline
Asset Allocation Strategies LLC577,339$50.7M7.82%+136,85213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management577,102$50.7M0.51%-4,05413F-HRTimelineGroup
TSA Wealth Managment LLC573,623$50.4M14.26%+181,07413F-HRTimeline
Walkner Condon Financial Advisors LLC559,275$49.1M5.66%+21,06413F-HRTimeline
Compass Ion Advisors, LLC549,670$48.3M4.16%-6,91413F-HRTimeline
PSI Advisors, LLC548,077$48.2M11.19%-76,81913F-HRTimeline
Better Way Financial, LLC545,492$47.9M40.55%13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…543,471$47.8M1.35%+14,50613F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…543,456$47.8M0.41%+38,03213F-HRTimelineGroup
Wealth Management Nebraskain group Wealth Management Nebraska542,815$47.7M4.26%-1,71613F-HRTimelineGroup